Doug ,You quote Marcus and others ,What are their track records ?
DDougie Kass
just now
they are research analysts not running portfolios
i believe, unlike some, that my job is to provide contrarian views/analysis – ergo gary marcus tweets/columns
others feel differently
bullish views dominate the markets (wall street, fin tv ,etc.), thoughtful outside of consensus, provides food for thought for investors and traders considering sectors and weighting those sectors
warren buffett has done poorly in the last 5-10 years vs the markets – so should i stop quoting him?
druckenmiller, the goat, is on a bad streak – should we stop listening to him?
lee is having a rough year – are his views worthwhile?
considering pros and cons, creating a ledger on ideas is reasonable
if we confided the dialogue and discourse to those who are right… well, that is sub optimal
Doug Kass is a world-renowned hedge fund manager with decades of experience and success navigating through some of the most turbulent periods in market history. He is known for his time-tested analytical skills and ability to look past the current noise and herd mentality.
On TheStreet Pro, Kass provides frequent market commentary and investing ideas for active investors throughout each trading day in Doug’s Daily Diary. He also serves as president of Seabreeze Partners Management Inc. Previously, he served as a senior manager at Omega Advisors, a $6 billion investment partnership. He co-authored a book with Ralph Nader and the Center for the Study of Responsive Law called “Citibank: The Ralph Nader Report” and can be found as a guest host on CNBC's "Squawk Box."
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